Glass Jacobson Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.2K	Hold	730	–	–	0.01%	406
2025 Q4	$20.8K	Hold	730	–	–	0.01%	400
2025 Q3	$20.4K	Buy	730 +10	+1%	+$267	0.01%	397
2025 Q2	$18.2K	Sell	720 -30,286	-98%	-$716K	0.01%	394
2025 Q1	$802K	Hold	31,006	–	–	0.26%	107
2024 Q4	$802K	Sell	31,006 -20	-0.1%	-$532	0.26%	107
2024 Q3	$799K	Buy	31,026 +1,060	+4%	+$26.3K	0.26%	106
2024 Q2	$711K	Buy	29,966 +3,136	+12%	+$74.3K	0.26%	103
2024 Q1	$661K	Buy	26,830 +1,374	+5%	+$32.2K	0.25%	108
2023 Q4	$601K	Buy	25,456 +11,756	+86%	+$248K	0.25%	108
2023 Q3	$284K	Buy	13,700 +9,052	+195%	+$199K	0.13%	168
2023 Q2	$102K	Buy	+4,648	New	+$96.9K	0.05%	261
2022 Q4	$134K	Buy	+6,604	New	+$135K	0.07%	236

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Glass Jacobson Investment Advisors's SCHA Position: Q1 2026 in Review

Glass Jacobson Investment Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 730 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #406.

Glass Jacobson Investment Advisors first reported a position in SCHA in Q4 2022 and has held it in 13 quarters since. The position peaked at $802K in Q1 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Glass Jacobson Investment Advisors held 730 shares of Schwab U.S Small- Cap ETF worth $21.2K as of Q1 2026.
Glass Jacobson Investment Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #406 holding.
Glass Jacobson Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $802K in Q1 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.